🛑 The top misconception people have about marketing (and financial advice) is that it's mostly about numbers. 🟢 But it's more about BEHAVIOR. This is why we've asked three of the industry's foremost experts on behavioral finance to lead a session at #JOLTCONFERENCE Enter

🚨 Exchange 2025 🔜 Las Vegas, NV is next month! Don’t miss Brian Portnoy & Neil Bage leading Building a Human-Centric Wealth Culture—a must for advisors looking to deepen trust & multi-gen loyalty. Plus, 2 get CE credits! 🎟️ Use code ShapingWealth25 for FREE registration! 👉 bit.ly/3X0Gnes

This is terrific. Mathew Brian Portnoy Matt Zeigler cultishcreative.com/p/co-creating-…

This, many times over. The old FinTwit is scattered now but these friendships remain. I appreciate you MJ!

On the Don’t Do That #podcast with Kelly Waltrich, Brian Portnoy explores the idea behind funded contentment, or the ability to underwrite a meaningful life. Tune into the powerful conversation here: dontdothat.com/dont-assume-th…

The first step to financial well-being? It’s not about the numbers, it’s about YOU! 💪 Brian Portnoy from @shapingwealth says real financial health starts with understanding your beliefs, values, and what actually makes you happy. Take a step back, reflect, and even write them

I always love talking with my friend Brian Portnoy @shapingwealth ! 🔥👍

Such a great chat with Christine Benz on her original and provocative views on retirement. Take a listen!

Big congrats to Brian Portnoy for being recognized as a Top 100 Influencer in the financial industry! 🎉 Not only that, but 3 of his books made it onto this list of the Top 100 Books in Financial Advice 📚👏 bit.ly/4iLNLDe

Want to be happier? Don’t miss our latest Chopping Wealth, featuring Brian Portnoy and guest Emma Seppälä, research scientist, psychologist, best-selling author, and faculty member at the Yale School of Management. Tune into their conversation here: compass.shapingwealth.com/chopping-wealt…

What a fucking disaster.

i mean, Brian Portnoy did try to warn me 10 years ago

Gratitude isn’t just something you feel—it’s something you do. My grandmother never talked about it as a concept. She just lived it, in every moment, every act. Here’s how she shaped my understanding of gratitude and how it relates to money. substack.com/@meghaanlurtz

Schwab dot com login is not working ... been clocking for > 5 minutes now. Fun! #buythedip #fallingknives

Good timing. My pals Michael Antonelli and Peter Lazaroff and I are going to be talking investor psychology, market volatility, sound decision making, and more. Tune in.

Hang this one in the Louvre.

Wealth isn’t just numbers—it’s about JOY and purpose! Brian Portnoy joins Mitlin Money Mindset® to share how funded contentment can transform your financial mindset. Listen now! YouTube: youtu.be/dBqmpKm0sYM Audio: bit.ly/3RhXSUv #Wealth #Finance #Mindset

🌪️ Chasing “more” won’t make you wealthy. It just makes you… busy. 🎧 Listen Closely "Being rich is the search for more… but being wealthy? That’s a mindset." — Brian Portnoy Brian Portnoy We’re wired to want more; more money, more success, more of whatever feels just out of

The military acronym "VUCA" may prove helpful to financial advisors and their clients right now, Brian Portnoy said at the CFA Institute LIVE conference. #CFAInstitute #financialadvisors #investing #wealthmanagement bit.ly/3EEUO29

When the American empire finally collapses, historians won’t be stunned by the greed of the elite; They’ll be stunned by the loyalty of the poor. The working class didn’t just vote against their own interests. They worshipped the billionaires robbing them. They slashed their